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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Snyder is a financial advisor with Morgan Stanley in Charlotte, NC. Jeff has been in the industry since 1998 and has a Series 7, Series 31, Series 63 and Series 65. Jeff specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations. Jeff has experience with Morgan Stanley and UBS Financial Services. Jeff also has experience with Prudential Securities. Jeff is licensed in 47 states and has been working with Morgan Stanley since June 2009. Jeff is also registered as an Investment Adviser Representative in North Carolina and Texas. Jeff is also a sole proprietor of Happy Tree Farms, a business that involves mowing, trimming, and fertilizing fields in Greensboro, NC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
06/01/2009 - Present
Morgan Stanley (Charlotte NC)
NC
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
NC
11/30/2001 - 06/09/2008
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
01/09/1998 - 12/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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